Wealth Forward LLC’s US Bancorp USB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Hold |
35,965
| – | – | 1.09% | 14 |
|
|
2025
Q1 | $1.52M | Sell |
35,965
-2
| -0% | -$84 | 1.08% | 14 |
|
|
2024
Q4 | $1.72M | Hold |
35,967
| – | – | 1.21% | 14 |
|
|
2024
Q3 | $1.64M | Sell |
35,967
-48
| -0.1% | -$2.2K | 1.15% | 14 |
|
|
2024
Q2 | $1.43M | Buy |
36,015
+2
| +0% | +$79 | 1.12% | 13 |
|
|
2024
Q1 | $1.61M | Hold |
36,013
| – | – | 1.27% | 12 |
|
|
2023
Q4 | $1.56M | Buy |
+36,013
| New | +$1.56M | 1.32% | 12 |
|